+94.2%
KEY vs PNC
+202.3%
-108.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | 0.0% |
| 7D | +2.9% | +3.1% | -0.1% | -0.6% |
| 30D | +8.4% | +7.6% | +0.8% | -0.4% |
| 3M | -5.8% | -8.1% | +2.4% | +3.8% |
| 6M | +5.4% | +12.6% | -7.2% | -8.3% |
| YTD | +7.1% | +15.0% | -7.9% | -9.5% |
| 1Y | +26.8% | +30.4% | -3.6% | -7.4% |
| 3Y | +128.7% | +116.1% | +12.5% | -6.7% |
| 5Y | +13.6% | +37.5% | -23.8% | -20.1% |
| All | +94.2% | +202.3% | -108.1% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling